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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,613 | $110,303+26.6% | $95,759+45.8% | $139,487+0.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.70% | 27.19%-0.5pp | 28.42%-1.7pp | 373.84%-347.1pp |
| Employer contribution / active EE | $14,072 | $3,261+331.6% | $2,836+396.2% | $4,755+196.0% |
| Participant deferral / active EE | $4,032 | $4,674-13.7% | $4,244-5.0% | $6,713-39.9% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |